TWIN PEAKS WEALTH ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002006218
$3.97亿2026Q1 申报市值
2,364持仓数
29.0%前十大占比 · 第一大 4.8%
2168 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$531.19万
EFG 重新持有+$432.75万
IDEF 新建仓+$356.52万
NVDA 加仓+$355.43万
BLCR 新建仓+$338.79万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$661.12万
ITA 减仓-$192.84万
IAU 减仓-$140.88万
BBIN 减仓-$114.13万
DYNF 减仓-$65.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OHI | OMEGA HEALTHCARE INVS INC COM | $7,581 | 0.00% | 173 | 173 | — | $7,581 | 新建仓 |
| DT | DYNATRACE INC COM NEW | $7,544 | 0.00% | 204 | 204 | — | $7,544 | 新建仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $7,532 | 0.00% | 105 | 105 | — | $7,532 | 新建仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $7,509 | 0.00% | 100 | 100 | — | $7,509 | 新建仓 |
| LCII | LCI INDS COM | $7,502 | 0.00% | 61 | 61 | — | $7,502 | 新建仓 |
| APTV | APTIV PLC COM SHS | $7,500 | 0.00% | 108 | 108 | — | $7,500 | 新建仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $7,468 | 0.00% | 132 | 132 | — | $7,468 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $7,445 | 0.00% | 100 | 100 | — | $7,445 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $7,414 | 0.00% | 179 | 179 | — | $7,414 | 新建仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $7,412 | 0.00% | 158 | 158 | — | $7,412 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $7,403 | 0.00% | 70 | 70 | — | $7,403 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $7,390 | 0.00% | 301 | 301 | — | $7,390 | 新建仓 |
| MMSI | MERIT MED SYS INC COM | $7,376 | 0.00% | 107 | 107 | — | $7,376 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $7,367 | 0.00% | 86 | 86 | — | $7,367 | 新建仓 |
| EWBC | EAST WEST BANCORP INC COM | $7,366 | 0.00% | 69 | 69 | — | $7,366 | 新建仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $7,338 | 0.00% | 250 | 250 | — | $7,338 | 新建仓 |
| MOG/A | MOOG INC CL A | $7,316 | 0.00% | 25 | 25 | — | $7,316 | 新建仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $7,281 | 0.00% | 84 | 84 | — | $7,281 | 新建仓 |
| BBY | BEST BUY INC COM | $7,255 | 0.00% | 113 | 113 | — | $7,255 | 新建仓 |
| APG | API GROUP CORP COM STK | $7,253 | 0.00% | 179 | 179 | — | $7,253 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $7,251 | 0.00% | 76 | 76 | — | $7,251 | 新建仓 |
| UGI | UGI CORP NEW COM | $7,248 | 0.00% | 199 | 199 | — | $7,248 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $7,215 | 0.00% | 99 | 99 | — | $7,215 | 新建仓 |
| SSD | SIMPSON MFG INC COM | $7,208 | 0.00% | 42 | 42 | — | $7,208 | 新建仓 |
| CC | CHEMOURS CO COM | $7,204 | 0.00% | 327 | 327 | — | $7,204 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $7,196 | 0.00% | 104 | 104 | — | $7,196 | 新建仓 |
| H | HYATT HOTELS CORP COM CL A | $7,190 | 0.00% | 50 | 50 | — | $7,190 | 新建仓 |
| LTC | LTC PPTYS INC COM | $7,172 | 0.00% | 193 | 193 | — | $7,172 | 新建仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7,169 | 0.00% | 143 | 143 | — | $7,169 | 新建仓 |
| BMI | BADGER METER INC COM | $7,160 | 0.00% | 47 | 47 | — | $7,160 | 新建仓 |
| GTY | GETTY RLTY CORP NEW COM | $7,155 | 0.00% | 225 | 225 | — | $7,155 | 新建仓 |
| FHB | FIRST HAWAIIAN INC COM | $7,146 | 0.00% | 290 | 290 | — | $7,146 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $7,121 | 0.00% | 135 | 135 | — | $7,121 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $7,119 | 0.00% | 257 | 257 | — | $7,119 | 新建仓 |
| KTB | KONTOOR BRANDS INC COM | $7,099 | 0.00% | 101 | 101 | — | $7,099 | 新建仓 |
| TBBK | BANCORP INC DEL COM | $7,092 | 0.00% | 132 | 132 | — | $7,092 | 新建仓 |
| OMC | OMNICOM GROUP INC COM | $7,079 | 0.00% | 94 | 94 | — | $7,079 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $7,070 | 0.00% | 94 | 94 | — | $7,070 | 新建仓 |
| — | SELECT MED HLDGS CORP COM | $7,070 | 0.00% | 434 | 434 | — | $7,070 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $7,066 | 0.00% | 3,333 | 3,333 | — | $7,066 | 新建仓 |
| MDU | MDU RES GROUP INC COM | $7,066 | 0.00% | 341 | 341 | — | $7,066 | 新建仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $7,039 | 0.00% | 235 | 235 | — | $7,039 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $7,029 | 0.00% | 41 | 41 | — | $7,029 | 新建仓 |
| — | FIRST TRUST CHINA ALPHADEX FUND | $7,020 | 0.00% | 224 | 224 | — | $7,020 | 新建仓 |
| ORI | OLD REP INTL CORP COM | $6,943 | 0.00% | 174 | 174 | — | $6,943 | 新建仓 |
| CMC | COMMERCIAL METALS CO COM | $6,942 | 0.00% | 113 | 113 | — | $6,942 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $6,942 | 0.00% | 105 | 105 | — | $6,942 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $6,941 | 0.00% | 106 | 106 | — | $6,941 | 新建仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $6,935 | 0.00% | 150 | 150 | — | $6,935 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $6,928 | 0.00% | 230 | 230 | — | $6,928 | 新建仓 |
| URBN | URBAN OUTFITTERS INC COM | $6,905 | 0.00% | 109 | 109 | — | $6,905 | 新建仓 |
| PRG | PROG HOLDINGS INC COM NPV | $6,886 | 0.00% | 240 | 240 | — | $6,886 | 新建仓 |
| AZZ | AZZ INC COM | $6,882 | 0.00% | 55 | 55 | — | $6,882 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $6,869 | 0.00% | 57 | 57 | — | $6,869 | 新建仓 |
| PPG | PPG INDS INC COM | $6,840 | 0.00% | 64 | 64 | — | $6,840 | 新建仓 |
| SHAK | SHAKE SHACK INC CL A | $6,812 | 0.00% | 77 | 77 | — | $6,812 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $6,798 | 0.00% | 95 | 95 | — | $6,798 | 新建仓 |
| VMI | VALMONT INDS INC COM | $6,793 | 0.00% | 17 | 17 | — | $6,793 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $6,773 | 0.00% | 139 | 139 | — | $6,773 | 新建仓 |
| KAI | KADANT INC COM | $6,724 | 0.00% | 23 | 23 | — | $6,724 | 新建仓 |
| MEDP | MEDPACE HLDGS INC COM | $6,723 | 0.00% | 14 | 14 | — | $6,723 | 新建仓 |
| JBS | JBS N.V. CL A SHS | $6,717 | 0.00% | 374 | 374 | — | $6,717 | 新建仓 |
| BCE | BCE INC COM NEW | $6,714 | 0.00% | 266 | 266 | — | $6,714 | 新建仓 |
| TRN | TRINITY INDS INC COM | $6,693 | 0.00% | 208 | 208 | — | $6,693 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $6,681 | 0.00% | 249 | 249 | — | $6,681 | 新建仓 |
| OII | OCEANEERING INTL INC COM | $6,668 | 0.00% | 188 | 188 | — | $6,668 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC COM | $6,665 | 0.00% | 162 | 162 | — | $6,665 | 新建仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $6,658 | 0.00% | 62 | 62 | — | $6,658 | 新建仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $6,655 | 0.00% | 152 | 152 | — | $6,655 | 新建仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $6,638 | 0.00% | 225 | 225 | — | $6,638 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $6,612 | 0.00% | 578 | 578 | — | $6,612 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $6,610 | 0.00% | 293 | 293 | — | $6,610 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $6,591 | 0.00% | 3 | 3 | — | $6,591 | 新建仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $6,581 | 0.00% | 90 | -15,608 | -99.4% | -$114.13万 | 减仓 |
| HTO | H2O AMERICA COM | $6,512 | 0.00% | 111 | 111 | — | $6,512 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $6,498 | 0.00% | 285 | 285 | — | $6,498 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $6,487 | 0.00% | 51 | 51 | — | $6,487 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $6,461 | 0.00% | 75 | 75 | — | $6,461 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,458 | 0.00% | 17 | 17 | — | $6,458 | 新建仓 |
| BKE | BUCKLE INC COM | $6,446 | 0.00% | 128 | 128 | — | $6,446 | 新建仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $6,423 | 0.00% | 75 | 75 | — | $6,423 | 新建仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $6,412 | 0.00% | 229 | 229 | — | $6,412 | 新建仓 |
| NEU | NEWMARKET CORP COM | $6,410 | 0.00% | 10 | 10 | — | $6,410 | 新建仓 |
| FICO | FAIR ISAAC CORP COM | $6,405 | 0.00% | 6 | 6 | — | $6,405 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $6,329 | 0.00% | 157 | 157 | — | $6,329 | 新建仓 |
| ARMK | ARAMARK COM | $6,324 | 0.00% | 156 | 156 | — | $6,324 | 新建仓 |
| — | TOPBUILD COR COM | $6,323 | 0.00% | 18 | 18 | — | $6,323 | 新建仓 |
| SAIA | SAIA INC COM | $6,323 | 0.00% | 18 | 18 | — | $6,323 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $6,310 | 0.00% | 44 | 44 | — | $6,310 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $6,307 | 0.00% | 219 | 219 | — | $6,307 | 新建仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $6,282 | 0.00% | 465 | 465 | — | $6,282 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $6,276 | 0.00% | 316 | 316 | — | $6,276 | 新建仓 |
| PRLB | PROTO LABS INC COM | $6,272 | 0.00% | 110 | 110 | — | $6,272 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $6,267 | 0.00% | 79 | 79 | — | $6,267 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $6,259 | 0.00% | 93 | 93 | — | $6,259 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $6,252 | 0.00% | 149 | 149 | — | $6,252 | 新建仓 |
| VIRT | VIRTU FINL INC CL A | $6,245 | 0.00% | 142 | 142 | — | $6,245 | 新建仓 |
| OMCL | OMNICELL COM COM | $6,242 | 0.00% | 187 | 187 | — | $6,242 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $6,204 | 0.00% | 33 | 33 | — | $6,204 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $6,199 | 0.00% | 51 | 51 | — | $6,199 | 新建仓 |